Institutional Ownership Ishares S&P Midcap 400 Growth (IJK)
This table provides information about the institutional ownership of Ishares S&P Midcap 400 Growth (IJK). We have compiled data on the 997 institutions that hold shares in the stock, with a total of 64.4 Million shares, which have been reported (via 13F filing form) to have a value of $6.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
21 West Wealth Management LLC
Tustin, CA |
Oct 14, 2025 Q3 2025 |
5,404
shares
|
$510,353
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,399
shares
|
$509,881
0.01% of portfolio
|
Q3 2021
Reduced 19.65%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
5,388
shares
|
$508,842
0.02% of portfolio
|
Q1 2022
Added 25.54%
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
5,380
shares
|
$508,087
0.24% of portfolio
|
Q4 2022
Reduced 14.87%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
5,370
shares
|
$507,142
0.01% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
5,362
shares
|
$506,387
0.15% of portfolio
|
Q3 2025
Reduced 87.33%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
5,354
shares
|
$505,631
0.29% of portfolio
|
Q3 2025
Reduced 9.93%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
5,314
shares
|
$501,854
0.03% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
5,311
shares
|
$501,570
0.01% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
5,294
shares
|
$499,965
0.36% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
5,293
shares
|
$499,870
0.01% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
5,244
shares
|
$495,243
0.02% of portfolio
|
Q3 2025
Added 11.36%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
5,227
shares
|
$493,637
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
5,188
shares
|
$489,954
0.0% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
5,161
shares
|
$487,404
0.11% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
5,083
shares
|
$480,038
0.02% of portfolio
|
Q3 2025
Reduced 22.69%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
5,051
shares
|
$477,016
0.06% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
4,990
shares
|
$471,255
0.35% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
4,976
shares
|
$469,933
0.0% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
4,976
shares
|
$469,933
0.17% of portfolio
|
Q1 2024
Added 0.18%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
4,940
shares
|
$466,533
0.03% of portfolio
|
Q3 2025
Added 53.42%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4,903
shares
|
$463,039
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Nov 07, 2025 Q3 2025 |
4,901
shares
|
$462,850
0.27% of portfolio
|
Q2 2023
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
4,892
shares
|
$462,000
0.02% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
4,858
shares
|
$458,789
0.04% of portfolio
|
Q2 2024
Reduced 0.67%
|
|